See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,114 | $85,766-15.9% | $136,294-47.1% | $70,131+2.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.51% | 31.45%-18.9pp | 5155.94%-5143.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,774 | $2,966-40.2% | $4,695-62.2% | $2,342-24.3% |
| Participant deferral / active EE | $3,972 | $5,051-21.4% | $6,247-36.4% | $3,332+19.2% |
| Admin fee / account holder | $10,118 | $5,420+86.7% | $9,243+9.5% | $4,645+117.8% |